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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,162 | $94,031-72.2% | $115,768-77.4% | $82,448-68.3% |
| Participation rate | 77.8% | 70.4%+7.4pp | 74.4%+3.4pp | 68.1%+9.7pp |
| Annual return | 17.61% | 20.61%-3.0pp | 100.46%-82.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,080 | $2,323-53.5% | $2,940-63.2% | $2,551-57.6% |
| Participant deferral / active EE | $2,306 | $3,972-41.9% | $4,917-53.1% | $4,139-44.3% |
| Admin fee / account holder | $600 | $10,249-94.1% | $12,439-95.2% | $7,234-91.7% |